2024-10-10T10:54:32-05:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 220 S 6TH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2023-01-01 411773223 HOMEWARD BOUND FOUNDATION HOME 7637464830 12805 HIGHWAY 55 400 PLYMOUTH MN 554413713 ROBERT EDWARDS CEO/PRESIDENT 7637464830 2024-10-09 1 0 ANN NEIL P01817922 6123764500 2024-10-09 2023 2024-10-15 13:58:12Z ROBERT EDWARDS 12805 HIGHWAY 55 400 PLYMOUTH MN 554413713 393546 0 X WWW.HBIMN.ORG X 1993 MN PROVIDING RESOURCES TO HELP PEOPLE WITH COMPLEX DISABILITIES LIVE THEIR LIVES WITH DIGNITY. 5 5 0 5 0 0 105053 81849 0 0 62141 47323 45177 59409 212371 188581 86951 97971 0 0 38486 57565 0 0 0 12825 15389 138262 170925 74109 17656 1028217 1134722 14033 27847 1014184 1106875 TO SUPPORT THE CHARITABLE PURPOSES OF HOMEWARD BOUND, INC. 0 0 97971 97971 0 HOMEWARD BOUND FOUNDATION WAS ESTABLISHED TO MANAGE THE FUNDRAISING ACTIVITIES OF HOMEWARD BOUND, INC., A 501(C)(3) EXEMPT ORGANIZATION. 97971 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 5 5 0 0 0 0 1 1 1 1 0 0 0 1 1 1 1 1 1 0 0 0 MN X THERESA BLUHM 7637464830 12805 HIGHWAY 55 SUITE 400 PLYMOUTH MN 55441 JIM BERGESON CHAIR 40.00 0.00 X X 0 0 0 RICHARD MORRIS VICE CHAIR 40.00 0.00 X X 0 0 0 JILL TIES TREASURER/SECRETARY 0.50 0.00 X X 0 0 0 DAN ETZEL DIRECTOR 0.25 0.00 X 0 0 0 PEGGY NEALE DIRECTOR 0.25 0.00 X 0 0 0 DONALD PRIEBE CEO 0.30 40.00 X 0 177813 28003 PAUL GUSTAFSON THRU SEP 23 DIRECTOR OF FINANCE & PROPERTY 0.10 40.00 X 0 50681 0 0 228494 28003 0 0 1 0 0 48400 33449 3000 81849 26640 26640 161282 140599 20683 20683 20683 123775 48400 64366 59409 59409 188581 0 0 106732 97971 97971 57565 57565 6037 6037 FEES & CHARGES 8540 8540 MISCELLANEOUS EXPENSE 812 812 170925 97971 72954 0 54904 5464 148602 198307 6017 250 2000 2000 816694 928701 1028217 1134722 14033 27847 14033 27847 X 983257 1077563 30927 29312 1014184 1106875 1028217 1134722 17656 75035 0 X X 0 1 X 1 0 X X X 1 HOMEWARD BOUND INC 411223085 10 1 97971 0 1 97971 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12615 12615 12615 12615 12615 1243 1243 12615 12615 1334 1334 12615 12615 2025 2025 12615 0.00000 1.00000 0.00000 0 0 0 DUE TO AFFILIATE 27847 27847 X PART V, LINE 4: THE ORGANIZATION HAS ADOPTED AN INVESTMENT POLICY FOR THE ENDOWMENT FUND THAT ATTEMPTS TO PROVIDE A BALANCE OF LONG TERM CAPITAL APPRECIATION, PRESERVATION OF CAPITAL, AND INCOME PRODUCTION TO SUPPORT ADDITIONAL RESOURCES FOR THE CONTINUATION AND EXPANSION OF THE CHARITABLE MISSION OF THE ORGANIZATION. PART X, LINE 2: THE FOUNDATION HAS BEEN GRANTED EXEMPT STATUS RELATIVE TO FEDERAL AND MINNESOTA CORPORATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE FEDERAL INTERNAL REVENUE CODE AND APPLICABLE STATE CODES. THE FOUNDATION FOLLOWS THE ACCOUNTING STANDARD FOR CONTINGENCIES IN EVALUATING UNCERTAIN TAX POSITIONS. THE FOUNDATION'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE, AND LOCAL AUTHORITIES. THE FOUNDATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. THE FOUNDATION IS NOT AWARE OF ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OR OTHER TAXES. GOLF EVENT 156026 33400 122626 23913 33231 MADE IN THE SHADE 16149 15000 1149 3615 3607 172175 48400 123775 23913 36846 3607 64366 59409 1 HOMEWARD BOUND INC 12805 HIGHWAY 55 SUITE 400 PLYMOUTH MN 55441 411223085 501(C)(3) 97971 0 N/A N/A SUPPORT EDUCATION AND TRAINING OF HOMEWARD BOUND DIRECT SERVICE STAFF TO ENHANCE SERVICES. 1 0 PART I, LINE 2: THE FOUNDATION MONITORS THE USE OF GRANT FUNDS THROUGH REPORTS PROVIDED BY THE RECIPIENT AGENCY TO THE FOUNDATIONS BOARD. 0 0 0 0 0 0 0 0 0 DONALD PRIEBE CEO 0 177788 0 25 0 0 0 13005 0 14998 0 205816 0 0 PART I, LINE 3 THE CEO/PRESIDENT IS COMPENSATED BY HOMEWARD BOUND, INC., A RELATED ORGANIZATION, WHICH USES THE FOLLOWING METHODS TO DETERMINE COMPENSATION: 1. COMPENSATION COMMITTEE, 2. WRITTEN EMPLOYEE CONTRACT, 3. COMPENSATION SURVEY OR STUDY, 4. APPROVAL BY THE BOARD OF DIRECTORS OR COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF THE ORGANIZATION IS HOMEWARD BOUND, INC. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS ARE APPOINTED BY THE BOARD OF DIRECTORS OF HOMEWARD BOUND, INC. FORM 990, PART VI, SECTION A, LINE 7B AMENDMENTS TO THE ARTICLES OF INCORPORATION AND BYLAWS MUST BE APPROVED BY THE SOLE MEMBER, HOMEWARD BOUND, INC. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES THAT HAVE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B BEFORE FORM 990 IS FILED THE DIRECTOR OF FINANCE AND PROPERTY REVIEWS THE FORM WITH BOTH THE FINANCE COMMITTEE AND THE BOARD OF DIRECTORS. WE COMPARE THE 990 FINANCIAL INFORMATION TO THE AUDITED FINANCIAL STATEMENTS AND GO THROUGH ALL OF THE NON-FINANCIAL QUESTIONS. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION HAS IN PLACE A POLICY ON CONFLICT OF INTEREST, AS WELL AS A PROCEDURE FOR ITS IMPLEMENTATION. THE POLICY COVERS MEMBERS OF THE HOMEWARD BOUND BOARD OF DIRECTORS, THE HOMEWARD BOUND FOUNDATION'S BOARD OF DIRECTORS, HOMEWARD BOUND EMPLOYEES, AND VOLUNTEERS. THOSE COVERED ARE ORIENTED TO BOTH POLICY AND PROCEDURE IN THE FIRST MONTH OF THE COMMENCEMENT OF THE INDIVIDUAL'S RELATIONSHIP WITH HOMEWARD BOUND OR THE FOUNDATION, AND THE ORIENTATION IS DOCUMENTED. THOSE COVERED ARE ASKED TO DISCLOSE IN WRITING WHETHER THEY HAVE AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST ANNUALLY, OR AS THEY ARISE. THE DETERMINATION OF A CONFLICT AND WHAT TO DO ABOUT IT ARE DECIDED IN THE FOLLOWING MANNER: 1) THE CEO, THE DIRECTOR OF THE AFFECTED DEPARTMENT AND THE DIRECTOR OF HUMAN RESOURCES IF THE DISCLOSURE COMES FROM AN EMPLOYEE; 2) THE CEO AND THE DIRECTOR OF DEVELOPMENT IF THE DISCLOSURE COMES FROM A VOLUNTEER; 3) THE AFFECTED BOARD OF DIRECTORS IF THE DISCLOSURE COMES FROM A MEMBER OF THE BOARD OR THE CEO. IF THE AFFECTED BOARD TAKES A VOTE ON ACTION, DECISION WILL BE BY MAJORITY VOTE WITHOUT COUNTING THE VOTE OF ANY INTERESTED MEMBER, EVEN IF THE DISINTERESTED MEMBERS ARE LESS THAN A QUORUM, PROVIDING THAT AT LEAST ONE CONSENTING MEMBER IS DISINTERESTED. ALL PROCEEDINGS ARE DOCUMENTED IN THE MEETING MINUTES OR AS OTHERWISE APPROPRIATE. A MEMBER OF ONE OF THE BOARDS WHO IS FORMALLY CONSIDERING EMPLOYMENT WITH HOMEWARD BOUND WILL SUBMIT A WRITTEN REQUEST FOR A TEMPORARY LEAVE OF ABSENCE TO THE SECRETARY INDICATING THE TIME PERIOD OF THE LEAVE. IF A POTENTIAL CONFLICT ARISES, THOSE NOTED ABOVE ARE TASKED WITH REVIEWING THE CASE AND MAKING A DECISION. FORM 990, PART VI, SECTION B, LINE 15 BOARD OFFICERS DO NOT RECEIVE COMPENSATION. OTHER KEY EMPLOYEES: COMPENSATION IS BASED ON THE EMPLOYEE'S POSITION LEVEL WITHIN THE ORGANIZATION, FINANCIAL PERFORMANCE WITHIN THE INDUSTRY, PERSONAL PERFORMANCE AND GEOGRAPHIC COMPENSATION COMPARISONS. THE COMPANY USES FOUR SALARY AND BENEFIT SURVEYS: MINNESOTA COUNCIL ON NONPROFITS, TCS, ERI, ROBERT HALF. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAKES ITS GOVERMENT DOCUMENTS, CONFLICT OF INTEREST POLICY DOCUMENTS, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. HOMEWARD BOUND INC 12805 HIGHWAY 55 SUITE 400 PLYMOUTH MN 55441 411223085 RESIDENTIAL CARE TO DEVELOPMENTALLY DISABLED INDIVIDUALS. MN 501(C)(3) LINE 10 N/A 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 1 1 0 0 0